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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,703 | $185,312+52.0% | $161,489+74.4% | $154,746+82.0% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 14.64% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,753 | $4,769-63.2% | $4,268-58.9% | $4,379-60.0% |
| Participant deferral / active EE | $8,636 | $6,350+36.0% | $5,630+53.4% | $6,730+28.3% |
| Admin fee / account holder | $535 | $18,654-97.1% | $16,006-96.7% | $14,365-96.3% |